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Sep 28
Teradyne Q3 2025 Earnings Report
Teradyne reported higher revenue and profit in Q3 2025, driven by strong Semiconductor Test demand.
Key Takeaways
Teradyne posted solid Q3 2025 results, with revenue and earnings reaching the upper end of guidance, primarily fueled by AI-related strength in its Semiconductor Test segment.
Revenue reached $769 million, up from $737 million in Q3 2024.
Net income was $119.6 million on a GAAP basis.
Semiconductor Test generated $606 million in revenue, surpassing expectations.
Strong demand for AI-driven test solutions is expected to continue into Q4.
Teradyne
Teradyne
Teradyne Revenue by Segment
Revenue by Segment
Semiconductor Test Revenue
CapyFin.comProduct Test Revenue
CapyFin.comRobotics Revenue
CapyFin.com Forward Guidance
Teradyne expects strong sequential and year-over-year growth in Q4 2025, fueled by continued AI-driven demand in computing and memory test applications.
Positive Outlook
- Q4 2025 revenue expected between $920M–$1B.
- GAAP EPS projected between $1.12 and $1.39.
- Non-GAAP EPS guidance of $1.20 to $1.46.
- AI test demand remains strong across compute, networking, and memory.
- 25% sequential revenue growth expected in Q4.
Challenges Ahead
- Robotics segment underwent restructuring, affecting ~150 employees.
- Continued restructuring and amortization costs impacting margins.
- Ongoing ERP implementation contributing to higher admin expenses.
- Lower GAAP net income vs. prior year.
- Gross margin slightly compressed compared to prior year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income